Anic Equity¶
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Total return since start: 0.554 %¶
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Equity now: -----------------------------> 47458.22 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46063.25 Kr¶
PnL: ---------------------------------------> -825.32 Kr¶
DD now: ---------------------------------> -2.409 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-25 12:10:48.430519'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Beijer Electronics Group | 26 | 0.500000 | 3109.600000 | 138.600000 | 4.670000 | 2971.000006 |
| HEBA B | 70 | -1.000000 | 2761.500000 | 125.500000 | 4.760000 | 2636.000010 |
| FM Mattsson Mora Group B | 50 | -2.900000 | 3010.000000 | 83.000000 | 2.840000 | 2927.000000 |
| SAAB B | 8 | 0.850000 | 3436.000000 | 59.000000 | 1.750000 | 3377.000000 |
| AcadeMedia | 12 | -2.330000 | 593.040000 | 36.040000 | 6.470000 | 557.000004 |
| Corem Property Group B | 59 | -1.900000 | 610.650000 | 33.650000 | 5.830000 | 576.999999 |
| Samhällsbyggnadsbo. i Norden B | 20 | -0.920000 | 387.300000 | 32.300000 | 9.100000 | 355.000000 |
| MedCap | 2 | -1.100000 | 451.000000 | 30.000000 | 7.130000 | 421.000000 |
| Resurs Holding | 22 | -1.370000 | 601.040000 | 27.040000 | 4.710000 | 573.999998 |
| Norva24 Group | 16 | -0.280000 | 564.800000 | 21.800000 | 4.010000 | 543.000000 |
| Boozt | 12 | -1.340000 | 1674.000000 | 20.000000 | 1.210000 | 1653.999996 |
| HMS Networks | 2 | -2.930000 | 690.000000 | 17.000000 | 2.530000 | 673.000000 |
| Eastnine | 4 | -0.470000 | 504.000000 | 13.000000 | 2.650000 | 491.000000 |
| Swedbank A | 3 | -0.750000 | 576.750000 | 12.750000 | 2.260000 | 564.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -0.180000 | 574.350000 | 12.350000 | 2.200000 | 562.000005 |
| Securitas B | 6 | -1.120000 | 582.000000 | 12.000000 | 2.110000 | 570.000000 |
| OEM International B | 7 | -0.780000 | 534.800000 | 6.800000 | 1.290000 | 527.999997 |
| Coor Service Management Hold. | 8 | -0.810000 | 537.600000 | 5.600000 | 1.050000 | 532.000000 |
| Karnov Group | 9 | -0.830000 | 538.200000 | 2.200000 | 0.410000 | 536.000004 |
| Samhällsbyggnadsbo. i Norden D | 12 | -0.960000 | 247.920000 | 1.920000 | 0.780000 | 246.000000 |
| Creaspac SPAC | 6 | -0.100000 | 574.800000 | -2.200000 | -0.380000 | 577.000002 |
| Intrum | 4 | -4.330000 | 521.800000 | -5.200000 | -0.990000 | 527.000000 |
| Handelsbanken A | 5 | -1.410000 | 540.000000 | -6.000000 | -1.100000 | 546.000000 |
| Nordea Bank Abp | 29 | -0.200000 | 3447.520000 | -6.480000 | -0.190000 | 3453.999992 |
| Essity B | 2 | -0.390000 | 558.400000 | -15.600000 | -2.720000 | 574.000000 |
| Midsona B | 63 | -2.310000 | 560.700000 | -22.300000 | -3.830000 | 582.999984 |
| CTEK | 13 | -2.010000 | 507.000000 | -27.000000 | -5.060000 | 533.999999 |
| Essity A | 4 | -1.240000 | 1116.000000 | -33.000000 | -2.870000 | 1149.000000 |
| International Petroleum Corp. | 5 | -1.610000 | 549.000000 | -45.570000 | -7.660000 | 594.565215 |
| Vivesto | 1368 | 0.800000 | 551.580000 | -61.420000 | -10.020000 | 612.999432 |
| Sampo Oyj SDB | 7 | -1.380000 | 3755.500000 | -94.500000 | -2.450000 | 3850.000000 |
| Axfood | 13 | 0.250000 | 3591.900000 | -164.100000 | -4.370000 | 3756.000001 |
| Fasadgruppen Group | 35 | 1.170000 | 3619.000000 | -192.000000 | -5.040000 | 3810.999990 |
| OX2 | 18 | -2.360000 | 1413.900000 | -250.100000 | -15.030000 | 1663.999992 |
| Ovzon | 52 | -3.270000 | 2771.600000 | -590.400000 | -17.560000 | 3361.999992 |
| TOTAL | 46063.250000 | -825.320000 | -2.40936% | 46888.564618 |
Updated:¶
'2023-01-25 12:11:01.367951'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
